Bank Of America Alternative Investments Perpetual Funds Platform Specialist 

United States, New York, New York 

2241657

Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents.

Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Job Responsibilities:

• Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
• Respond to inquiries on existing funds from financial advisors and sales team
• Maintain relationships with fund managers/administrators and develop financial advisor communications
• Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documents

Qualifications:

• 2-5+ years of general financial services experience
• 2 plus years experience in alternative investments preferred

• Strong communication skills, ability to collaborate across business groups
• Ability to multi-task and simultaneously manage daily responsibilities and projects
• Self-starter and creative thinker
• History of process improvement
• Excel, Word and PowerPoint skills

• Bachelor’s Degree preferred, preferably in business.

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Monitoring, Surveillance, and Testing
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Product Marketing and Branding
• Relationship Building
• Negotiation
• Networking
• Presentation Skills